Private Capital Management (Minnesota)’s UnitedHealth UNH Stock Holding History

Private Capital Management (Minnesota)’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$1.08M	Sell	5,500 -300	-5%	-$58K	1.21%	13
2017 Q2	$1.07M	Sell	5,800 -1,050	-15%	-$184K	1.19%	17
2017 Q1	$1.12M	Hold	6,850	–	–	1.23%	14
2016 Q4	$1.1M	Sell	6,850 -850	-11%	-$127K	1.23%	16
2016 Q3	$1.08M	Hold	7,700	–	–	1.13%	18
2016 Q2	$1.09M	Sell	7,700 -500	-6%	-$66.7K	1.07%	18
2016 Q1	$1.06M	Buy	8,200 +500	+6%	+$59.1K	0.97%	22
2015 Q4	$906K	Buy	+7,700	New	+$900K	0.83%	27

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Private Capital Management (Minnesota)'s UNH Position: Q3 2017 in Review

Private Capital Management (Minnesota) reduced its UnitedHealth (UNH) stake by 5.2% in Q3 2017, selling an estimated $58K and leaving 5,500 shares worth $1.08M. The position accounts for 1.21% of the portfolio, ranked #13.

Private Capital Management (Minnesota) first reported a position in UNH in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2017. 1,521 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

Private Capital Management (Minnesota) held 5,500 shares of UnitedHealth worth $1.08M as of Q3 2017.
Private Capital Management (Minnesota) sold 300 UnitedHealth shares in Q3 2017, an estimated $58K.
UnitedHealth made up 1.21% of Private Capital Management (Minnesota)'s portfolio in Q3 2017, its #13 holding.
Private Capital Management (Minnesota) first reported a position in UnitedHealth in Q4 2015 and has held it in 8 quarters since.
Private Capital Management (Minnesota)'s UnitedHealth position peaked at $1.12M in Q1 2017.
1,521 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Private Capital Management (Minnesota)'s 13F filing for Q3 2017, filed 26 Oct 2017.